Unclaimed Profile

John Vincent Carberry

PUTNAM F L INVESTMENT MANAGEMENT CO·WELLESLEY, Massachusetts

Series 1, Series 3, Series 4, Series 12, Series 40, Series 63Clean record24 years registeredPUTNAM F L INVESTMENT MANAGEMENT CO

20 WILLIAM STREET, SUITE G40, WELLESLEY, MA 02481CRD# 40216Firm CRD# 106223

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Vincent Carberry · WELLESLEY, MA

Registration

CRD #40216 · PUTNAM F L INVESTMENT MANAGEMENT CO · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PUTNAM F L INVESTMENT MANAGEMENT CO

F L PUTNAM INVESTMENT MANAGEMENT CO.

May 2003 – Jan 2017

WELLESLEY, MA

PUTNAM F L INVESTMENT MANAGEMENT CO

Mar 2002 – Dec 2002

NEWTON CENTRE, MA

Registrations & Exams

FINRA examinations passed

Series 1

Series 3

Series 4

Series 12

Series 40

Series 63

Registration record

First registered · March 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

F L PUTNAM INVESTMENT MANAGEMENT CO.

CRD 106223 · SEC 801-21951

AUM

$6.2B

Regulatory assets under management

Employees

105

5,203 client accounts

Services offered by F L PUTNAM INVESTMENT MANAGEMENT CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at F L PUTNAM INVESTMENT MANAGEMENT CO. →

Introduction

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Frequently Asked Questions

What services does John Vincent Carberry offer?

John Vincent Carberry specializes in Financial Planning, Investment Management.

What are John Vincent Carberry's credentials?

John Vincent Carberry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Vincent Carberry located?

John Vincent Carberry is based in WELLESLEY, Massachusetts, last registered with PUTNAM F L INVESTMENT MANAGEMENT CO.

How does John Vincent Carberry charge for services?

John Vincent Carberry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PUTNAM F L INVESTMENT MANAGEMENT CO?

PUTNAM F L INVESTMENT MANAGEMENT CO has approximately 105 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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